Civic Intelligence

The Whalen Family Foundation

EIN 94-3348069 • Oakland, CA

5866 Ostrander RoadOakland, CA 94618-2040
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2016

Net Margin

20th percentile

-33%

Higher net margin than 20% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

-0.9%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

800%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$451

Down $4 (-0.9%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Net Assets

Down

$451

Down $4 (-0.9%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin20th percentile

Revenue

Up

$9

Up $8 (+800%) from 2015

Expenses

Down

$12

Down $20 (-63%) from 2015

Net Income

Up

-$3

Up $28 (+90%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2010: $17,765Liabilities 2010: $0Net Assets 2010: $17,7652010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $184Liabilities 2012: $0Net Assets 2012: $1842012Assets 2013: $377Liabilities 2013: $1Net Assets 2013: $3772013Assets 2014: $487Liabilities 2014: $1Net Assets 2014: $4872014Assets 2015: $455Liabilities 2015: $1Net Assets 2015: $4552015Assets 2016: $451Liabilities 2016: $0Net Assets 2016: $4512016

Highlighted filing

2016

Assets$451
Liabilities$0
Net Assets$451
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $555,0592010Expenses 2011: $347,2442011Expenses 2012: $354,5802012Revenue 2013: $33,581Expenses 2013: $33,388Net Income 2013: $1932013Revenue 2014: $45,175Expenses 2014: $45,065Net Income 2014: $1102014Revenue 2015: $1Expenses 2015: $32Net Income 2015: -$312015Revenue 2016: $9Expenses 2016: $12Net Income 2016: -$32016

Highlighted filing

2016

Revenue$9
Expenses$12
Net Income-$3
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$451
Liabilities
$0
Net assets
$451
Revenue
$9
Expenses
$12
Net income
-$3
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.45$0.45$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.34$0.33$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.55
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.47
2010Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$5.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL WHALENPresident-$0--
K WHALENVP Sec-Treasurer-$0--
C FESLERCoordinator-$0--
Filing and Contact Details

Filer

Filer Name
The Whalen Family Foundation
EIN
94-3348069
Phone
4105375452
Address
5866 OSTRANDER ROAD, OAKLAND, CA 94618-2040

Signing Officer

Name
Daniel Whalen
Title
President
Phone
4105375452
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Brown Investment Advisory & Trust
Address
901 SOUTH BOND STREET, BALTIMORE, MD 21231
Preparer
Jerry L Adams
Phone
4105375484
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0204872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0347004
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0346982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0283291
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0204872
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0630273
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0630295
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES-PRIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE INCOME TAXES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL WHALEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04105375452
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHALEN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHAL
ReturnHeader/Filer/EIN0943348069
ReturnHeader/Filer/PhoneNum04105375452
ReturnHeader/Filer/USAddress/AddressLine1Txt05866 OSTRANDER ROAD
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0946182040
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId059FBAF6E58AD218C35B84ED0CCE6343EF47DF4AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId059FBAF6E58AD218C35B84ED0CCE6343EF47DF4AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.167.232.10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN INVESTMENT ADVISORY & TRUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 SOUTH BOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021231
ReturnHeader/PreparerPersonGrp/PhoneNum04105375484
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY L ADAMS
ReturnHeader/ReturnTs02017-05-15T09:00:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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